My Personal CFO LLC’s Coupa Software Incorporated COUP Stock Holding History

My Personal CFO LLC’s Portfolio COUP Stock Details COUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9	Closed	-$713	–	893
2022 Q4	$713	Buy	+9	New	+$538	﹤0.01%	690

Other funds holding COUP

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

My Personal CFO LLC's COUP Position: Q1 2023 in Review

My Personal CFO LLC sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 9 shares — an estimated $713 sold.

My Personal CFO LLC first reported a position in COUP in Q4 2022 and held it in 1 quarter. The position peaked at $713 in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

My Personal CFO LLC reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 9 Coupa Software Incorporated shares in Q1 2023, an estimated $713.
My Personal CFO LLC first reported a position in Coupa Software Incorporated in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Coupa Software Incorporated position peaked at $713 in Q4 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.